HOUSE · PA-11 · 2011–2019

Lou Barletta portfolio

Lou Barletta represented PA in the House until 2019. Trades below come from filings made while in office. Lou Barletta has disclosed 137 trades (48 purchases, 68 sales); the latest was on Mar 1, 2017. Over the past year the disclosed stock holdings returned +11.2%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents PA

$955KEst. portfolio value

10 years agoLast trade

+11.2%1Y return, from filings

1M return+1.4%S&P 500 -0.3% · 14 positionsOn their trade dates: -3.9%

3M return-1.7%S&P 500 +1.7% · 14 positionsOn their trade dates: -2.0%

YTD return+9.4%S&P 500 +11.4% · 14 positionsOn their trade dates: +5.5%

1Y return+11.2%S&P 500 +11.8% · 14 positionsOn their trade dates: +5.4%

3Y return+64.7%S&P 500 +81.7% · 14 positionsOn their trade dates: +76.1%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $914K across 5 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Lou Barletta
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
MGKCap growth ETF	$498K	Feb 18, 2016Purchase	$33K–145K5 purchases	$15.66	+457.27%	$87.64	7
AMZNP Amazon.com, Inc.	$200K	Oct 28, 2016Purchase	$15K–50K1 purchase	$38.82	+516.87%	$239.45	1
SPYSPdR S&P 500	$120K	Dec 28, 2015Purchase	$15K–50K1 purchase	$205.21	+270.07%	$759.43	1
VCSHVanguard Short-Term Corporate Bo ndETF	$80K	Feb 18, 2016Purchase	$32K–130K4 purchases	$79.13	-1.44%	$77.81	4
VXUSVanguard Total International Stock ETF	$16K	Feb 18, 2016Purchase	$1K–15K1 purchase	$41.85	+95.80%	$82.57	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.